---
schema_version: "secwatch.filing_event.v1"
accession: "0001814287-24-000068"
form_type: "8-K"
ticker: "ABX"
cik: "0001814287"
company_name: "Abacus Global Management, Inc."
filed_at: "2024-12-02T23:59:59+00:00"
generated_at: "2026-05-29T11:41:55.273632+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Abacus Life completes acquisition of Carlisle Management, adds ~$2B AUM, pays 9.2M shares and $72.7M notes

## Summary
- Consideration: 9,213,735 Abacus common shares and $72.7M principal of 9.875% Senior Notes due 2028.
- Carlisle is a Luxembourg-based life settlement fund manager with over $2B in assets under management.
- Jose Garcia, Carlisle CEO, joins Abacus Life's executive leadership team.
- 10% of consideration held in escrow for 18 months for purchase price adjustment and indemnification.
- Sellers subject to lockup until July 3, 2025, with transfer limitations.

## SEC filing metadata
- accession: 0001814287-24-000068
- form_type: 8-K
- ticker: ABX
- cik: 0001814287
- company_name: Abacus Global Management, Inc.
- filed_at: 2024-12-02T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 1.01, 2.01, 2.03, 3.02, 7.01, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1814287/000181428724000068/0001814287-24-000068-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1814287/000181428724000068/abl-20241202.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001814287-24-000068
- JSON: https://secwatch.observer/filing/0001814287-24-000068.json
- Plain text: https://secwatch.observer/filing/0001814287-24-000068.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.